Engagement Phases

The Game Plan. Road to Scale.

Seven steps. Every milestone on the wall. No black boxes. Each step is owned, time-boxed, and reported on — the same playbook every operator runs, from first call to category leadership.

The Trailhead™ First call. No deck, no posturing. Day 0

Free Consult

A real conversation with a senior, not a sales rep.

30-minute working session to surface where you're actually stuck
Honest read on what's broken and what's working
Right-fit check: we don't sell what won't move the number
You leave with a clearer next step, whether you hire us or not

The Roundup™ Audit, sales call, decision. Week 1

Decide

We audit what's there, walk you through it, then you decide.

Audit your last 12 months: ads, SEO, CRM, call data
Sales call: one-page scorecard, plan, price
You decide whether to move forward

The Brand™ Sharpen the story. Week 2

Position

Lock the positioning before we spend a dollar driving traffic to it.

Positioning + three proof points
Identity refresh if the brand can't carry the work

The Chute™ Wire the engine. Onboard

Weeks 3 – 4

Onboarding + full diagnostic of your growth engine.

CRM, call tracking, automations integrated
First-party data on your turf, not Meta's

The Saddle™ Launch the work. Next

Weeks 5 – 8

Full-funnel firepower goes live.

SEO + paid ads built to convert, not just rank
Funnels + tracking wired across every channel

Bullseye™ Hit it, every week. Ongoing

Week 9 +

The weekly rhythm of optimization and scale.

Calls, clicks, closes reviewed weekly
Senior on every weekly with the number in writing

The Stampede™ Run the territory. Unlock

Quarter 2 +

Compound what's working, expand where you should win.

New service lines, geos, and channels
Roadmap to category leadership in your market

Start at step one

The Trailhead is a conversation, not a pitch.

Thirty minutes with a senior operator who does the work. You leave with a clearer next step whether you hire us or not.

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